Leadership Louisville recently posted this to their LinkedIn feed, proving that SIA's CEO, Beth Peabody, takes her skills everywhere! Beth traded the boardroom for a "police ride-along" to tackle community crises head-on. By applying...

While the third quarter of 2025 provided another round of daunting headlines, financial markets cheered encouraging data that continued to support economic “soft landings” globally. In addition, investors remained optimistic about the...

We’re delighted to share that SIA has been recognized by Louisville Business First as one of the top philanthropic firms in the Louisville area*. The honor was celebrated at a special awards breakfast on August 19, 2025, where...

The second quarter of 2025 brought no shortage of daunting headlines, with April being especially volatile. However, financial markets moved higher by quarter-end as shifts in U.S. federal policies and geopolitical developments eased...

A was proud to sponsor the 3rd Annual Sacred Heart Open, held on July 14, 2025, at Audubon Country Club. Our foursome seen above - Nick Jeffs, Doug Peabody, John Evers and Michael Adler - enjoyed a day of friendly competition while...

We want to bring to your attention a recent uptick in cyber threats targeting financial professionals and their networks, including phishing emails, spoofing and compromised accounts. These incidents are becoming more sophisticated, so...

SIA was honored to sponsor Breakfast for the Olmsted Parks, Louisville's Olmsted Parks Conservancy’s biggest fundraiser of the year. The event was a resounding success! A spirited crowd of 625 guests came together to celebrate and...

We’re proud to celebrate Ruth Trautwein on her graduation from the Leadership Louisville Class of 2025! Ruth’s commitment to community leadership and growth over the past eight months is an inspiration, and we’re excited to see the...

The early days of a new U.S. administration can cause investors to be apprehensive as agendas and policies are unveiled. It is not unusual to have financial market volatility during this period as investors weigh the potential impact...

SIA is proud again to have sponsored Catholic Charities of Louisville Rouler. This unforgettable Mardis Gras evening unites our community in support of Catholic Charities, a beacon of hope for those in need. This annual event raises...

Please take time to consider 2025's tax changes for future plans for your investments. This information should only serve as a guide, so please seek more specific advice from your accounting, estate planning and insurance professionals.

In SIA’s outlook for 2024, we mentioned that trying to predict the direction for financial market returns for a one-year period has always been very difficult, if not impossible. Expectations were especially cloudy as we entered 2024...

SIA launched our holiday festivities with a lively team lunch at the office, setting the tone for a day of fun. We then headed to Pinot's Palace, where everyone embraced their creative side by painting matching Christmas tree canvases....

In our second quarter 2024 SIA Perspectives, we stated that despite many stock market benchmarks reaching all-time highs during 2024, we did not think that all stock markets were overvalued and mentioned: “At some point a rotation into...

On Thursday, September 12th, SIA's team was proud to have participated again in "Give for Good Louisville," the biggest online giving day in the Kentuckiana region, sponsored by the Community Foundation of Louisville (CFL).

 SIA is proud to be recognized as one of this year's Louisville Business First's Partners in Philanthropy to receive the Corporate Philanthropist Award*. This is a special annual recognition program spotlighting local business in Greater Lo

As the back-to-school season begins, it's a perfect time to discuss maximizing the benefits of a 529 college savings plan. SIA wants to ensure that you and/or your loved ones are fully leveraging this valuable educational savings tool...

Financial markets in the second quarter of 2024, while less dynamic than the first, still provided investors with gains that bolstered overall returns for the year's first half. Despite numerous stock market benchmarks reaching record...

SIA is thrilled to announce that our Director of Portfolio Management, Ruth Wimsatt Trautwein, has been selected as a member of the Leadership Louisville Class of 2025! This prestigious program is now in its 46th year and represents a...

Our office rivalry hit new heights yesterday at the Puttshack. We divided into two very determined teams and the course became a battlefield of colorful obstacles and tricky angles, with every hole bringing new challenges and...

We recommend you proactively review these beneficiaries at least every few years. This step will avoid unintended bequests of your hard-earned assets, and possibly prevent significant personal conflicts and legal battles for your heirs.

In our service to clients, we seek to provide regular communications about significant events in the financial markets that can impact our investment advice and the performance of portfolios. When there is a difference in perception...

We are proud that our Associates are so involved in the community! Ruth Wimsatt Trautwein was featured in the registration invitation for the Community Foundation of Louisville's upcoming 21st Annual Professional Advisors Seminar....

To say the span of the past three-plus years has been a volatile period would be an understatement. However, this column’s advice, provided to improve financial literacy, is intended to be timeless.

Beth Stegner Peabody and Ruth Wimsatt Trautwein were honored to judge Sacred Heart Academy's (SHA) "Heart Tank," for which "Business students designed products, wrote a business plan and pitched their idea to our panel of judges, all...

On April 8th, SIA held an out-of-this-world staff eclipse party to watch the incredible celestial event unfold. From 2:50 - 3:15 pm, we marveled at the moon as it passed directly between the Earth and sun, casting an awe-inspiring...

Beth Peabody was honored to be invited and serve as a mentor in Louisville Business First's (LBF) 11th annual Mentoring Monday event, held at The Olmsted on February 26th. As LBF stated, "Mentoring Monday is an opportunity to meet and...

In anticipation of Valentine’s Day: Lessening stress regarding finances should be a goal for both newly engaged couples and for those who have been married for a long time.

This worksheet is to be used as a guide. Please consult your tax consultant for more information.* *Source: The Internal Revenue Service and Stegner Investment Associates, Inc.

Click here to read SIA's 4th Quarter Perspectives newsletter

Please join us in congratulating our CEO, Beth Peabody, on being named Sacred Heart Academy's 2024 Alumnae of the Year! Fun Fact: Beth's daughter, Maddie Peabody is being inducted to the Sacred Heart Academy Hall of Fame on the same night

Yesterday our work team got together for some friendly competition at refurbished Vernon Lanes bowling alley in Butchertown to celebrate the new year. We split up into two teams and velcroed on our bowling shoes, ready to have fun...

This year’s review should be “fun” due to a burst of higher prices posted by most stock and bond markets late in the year — leading to outstanding results for 2023. Should you conduct “rebalancing” by asset allocation?

Investment professionals often expect a “Santa Claus Rally” near the end of the calendar year due to optimism fueled by the seasonal spirit and hopes for a prosperous new year.  Well, for the second year in a row,...

“It is not the gift, but the thought that counts,” an adage attributed to Henry Van Dyke Jr. in the 1900s. You may want to considering a series of gifts that express your head, heart and hands.

SIA is excited to announce that our CEO, Beth Stegner Peabody, was named one of Louisville Business First's 2023 Most Admired CEOs! She is in good company with some other amazing leaders in the Louisville area. A dinner was held at the...

For those readers between 50 and 60 years old, it is never too early to start crafting plans for retirement, nor is it never too late to change behavior if you have not started to consider it.

Join us on November 16th (tickets needed - click invite below) & 18th (free to the public) for the Grand Opening of one of SIA's adopted charity's first retail storefront, and wipe-out your holiday shopping in...

While investors are facing many headwinds with central banks trying to “blow down” inflation, no need to “be afraid of the big bad wolf” as the foundation for economic growth is sound, just slow. Recent...

September 3, 2003, was the date that one of the biggest scandals in the mutual fund world was exposed. Twenty years ago, the Attorney General of New York, Eliot Spitzer, accused a New Jersey hedge fund of engaging in unsavory trading practi

Juggling financial goals, such as saving for retirement and college, with the need to support lifestyles while paying for insurance to protect assets can be a real challenge.

The first financial goal for those in this age group should be allocating money to reach a goal of establishing a savings amount equal to three to six months of expenses.

 SIA is proud to be recognized recently in Louisville Business First's 2023 List of Small Company Corporate Philanthropists.  The awards are divided into three categories by annual revenue, with SIA's charitable cash...

With this SIA Perspectives’ review of key events, we are pleased to report a third straight quarter of gains for global stock markets despite a great deal of uncertainty during the past three months.  While many...

Mid-year is also a good time to calculate and update asset allocation strategies. Market volatility is common in the short term - focus on the long term to ensure financial security. Take a deep breath and review your goals. Do not panic.

Readers should be aware of “scammers” who are trying to take advantage of your trust. These individuals continue to badger vulnerable people in multiple ways.

Considering that many of us currently spend more than 25% of our time each week at work, and a significant amount of our time thinking about work, shouldn’t a source of happiness come from our work environment? 

An unexpected state of frenzied and chaotic activity – aka “madness” – took place throughout the first three months of 2023.

Spring has arrived and with it the ritual of “spring cleaning.” While this expression usually refers to clearing out closets, pantries and other rooms in your home, this month’s column provides suggestions to “spring clean” your finances.

Recent news regarding bank failures last week and through today may be prompting questions from our clients regarding any impact on the availability of their monies if needed for withdrawals.

Please join us in congratulating Ruth Wimsatt Trautwein on being chosen as one of Louisville Business First's "20 People to Know in Wealth Management."

Today, on “National Slam the Scam Day,” we remind you of the tools to recognize Social Security-related scams and stop scammers from stealing your money and personal information.

Showing respect to others who are only trying to do their best should also be a goal for your advisors. Most often you trust accountants, insurance, legal and investment professionals because of their reputation, skillset and dedication.

Beth Peabody was honored to be a guest on "What's New In ArchLou" podcast hosted by Brian Reynolds.

Financial markets celebrated the new year with a bang in January as investors shrugged off the poor results of 2022.

SIA was proud to be invited to and attend Goodwill Industries of Kentucky’s press conference on Wednesday, February 8. As they celebrate their 100th birthday, Amy Luttrell, President and CEO, emphasized their commitment...

SIA was excited to celebrate 2023, the “Year of the Rabbit,” with the Asia Institute – Crane House at the Lunar New Year Gala held on February 4th. The dinner featured 6 courses of delicious Asian-themed...

Crafting a solid plan for your finances early in the year is empowering and can lower stress levels and anxiety, making your life happier for you and your loved ones.

4Q2022 SIA Perspectives

The period leading up to the wedding requires making lots of fun decisions, it can also cause stress for the couple and also for family and friends.

The SIA Team celebrated the holidays this year at the newly opened Topgolf and we had a ball! Our wish is that you experience the same laughter and joy during this Holiday Season and throughout the New Year.

Investment professionals often expect a “Santa Claus Rally” near the end of the calendar year due to optimism fueled by the seasonal spirit and hopes for a successful new year.  Well, this year Santa came early!

Improving your financial security is important before year-end. In this column, we list actions items to consider during December.

As the calendar year winds down and families seek to celebrate the holidays together, there are many ways to improve financial security before year-end.

The second quarter 2022 SIA Perspectives included the analysis of another quarter of poor results for financial markets following outsized gains earned in several of the past few years.

SIA understands that this year’s market volatility can be difficult to understand. With this communication we assure you that, as always, we are reviewing portfolios and performance and our investment strategy remains on track.

SIA is proud to have been recognized as an honoree in Louisville Business First's 2022 Partners in Philanthropy.

Avoid getting caught in these investor psychological traps.

How can you become more optimistic regarding your finances?

In this edition of SIA Perspectives, we review the second quarter of 2022 and results to-date, and include a reminder of the positive performance from the past several years.

On July 15th, SIA associates gathered for a friendly game of pickleball in our parking lot. Even though we woke up a little sore the next morning, fun was had by all.

A challenge to financial markets this year has been the soaring rate of U.S. inflation. Recent reports of an annualized rate of over 8% in April remains close to the fastest pace in four decades. Prices for groceries, airline travel,...

As mid-year arrives, now is a good time to review financial goals set in January.

A challenge to financial security over the past year has been the soaring rate of U.S. inflation. Despite this rate edging a bit lower more recently, the annual rate of over 8% in April remains close to the fastest pace in four decades.

While financial markets stabilized this week after several weeks of volatility, performances since the end of the 1st quarter continue to be disappointing. The main culprit impacting most asset classes is “Interest Rate...

With this SIA Surveillance communication, we seek to provide insights we gain from interactions with our trusted investment managers. While the up and down swings in stock prices capture headlines, the bond market is also...

With the onset of the Kentucky Derby season, and the myriad of opportunities it provides to gamble, this month’s column reminds readers that it takes years to achieve financial security by being an investor and not a gambler.

Just a few months ago, many financial markets posted double-digit gains for 2022, despite historic periods of disruption throughout the year.In the first quarter of 2022, the outlook for economic growth worldwide has been interrupted...

While Cents & Sensibility strives to provide sound, timeless advice, this month’s column will focus on more immediate and timely recommendations based upon current events.

Current headline news trumpets a tight labor market in which businesses have had to raise pay to attract and retain workers. Because of these conditions, and the advent of online service providers like LinkedIn and Indeed...